Adrian Andrei

Financial security advisor with almost 6 years of experience in the finance field and nearly 3 years of experience in analyzing clients financial needs and implementing tailored strategies. Expertise in risk management, estate planning, and investment portfolio optimization. Passionate about financial education and the protection of clients assets.

Team leader (account executive) at Europ Assistance Canada (2025-04 – Present)

• Led a team of 5 account executives, driving performance and achieving key performance indicators (KPIs).
• Managed client relationships, ensuring high levels of satisfaction and retention.
• Resolved complex escalations, improving service efficiency and response times.
• Analyzed performance metrics and implemented process improvements.
• Trained and onboarded new team members, enhancing team productivity.
• Collaborated with cross-functional teams to optimize service delivery.

Financial Security Advisor at Insurance Broker (2022-10 – 2025-03)

• Assessed clients financial needs and developed tailored security plans
• Advised clients on insurance, investment, and retirement products
• Conducted risk analyses and proposed solutions to minimize potential losses
• Trained internal teams on financial security practices

Operational Manager at ECOVITAL Company (2017-01)

• Develop policies and directives, as well as implement programs and procedures to ensure effective management of operations
• Plan, organize, direct, control, and evaluate the team's activities to optimize performance
• Ensure rigorous management, improve performance, efficiency, and the quality of the various services offered
• Contribute to the training, retention, and motivation of employees
• Keep track of personnel, materials, fuels, machinery, equipment maintenance, etc
• Creation and scheduling of shifts (approving timesheets and leave requests)
• Participate in employee coaching and take part in annual evaluations with management

Technical expert to businesses at NATIONAL BANK (2022-03 – 2023-01)

• Assist, inform, and advise customer service and branch employees in their procedures
• Follow up and analyze client files (everything related to the credit file)
• Evaluate different situations and make decisions in order to offer the most suitable solutions for clients
• Communicate with different departments to find optimal solutions and ensure that employee questions are addressed

Technical advisor to businesses at NATIONAL BANK (2020-11 – 2022-03)

• Sponsor for the new cohort (January-February 2022) and mentoring (coach/trainer) of new employees (February 2022)
• Offer a personalized and efficient service
• Identify and anticipate the client's needs in order to address them, direct them towards electronic solutions (internet), to enable them to become more autonomous
• Carry out operational activities
• Carry out the planned training activities in order to acquire the desired level of knowledge for the position

Customer Service Representative at NATIONAL BANK (2019-10 – 2020-11)

• Learn to respect established policies, standards, and procedures
• The holder of the position must be able to identify the risks inherent to the activities of the particular sector and company
• Sponsor for the new cohort in Sherbrooke (November 2020) and mentoring (coach/trainer) of new employees (octobre 2020)
• Show empathy in the face of the different situations of clients
• Know how to demonstrate agility and understanding in dealing with a diverse clientele
• Being attentive and responding well to customers questions while offering advice tailored and personalized to each individual's needs
• Having good stress management in situations that can prove to be difficult
• Having an excellent knowledge of the products and good professional communication skills

Not completed in Finance – UQAM University (2020-01)

COLLEGE DIPLOMA in Human science – MONTMORENCY COLLEGE (2015-08 – 2018-10)

HIGH SCHOOL DIPLOMA – Curé-Antoine-Labelle (2010-01 – 2015-01)